Endurance Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.46M | Buy |
10,725
+160
| +2% | +$51.6K | 0.47% | 54 |
|
|
2023
Q1 | $3.46M | Buy |
10,565
+23
| +0.2% | +$7.52K | 0.49% | 50 |
|
|
2022
Q4 | $3.62M | Buy |
10,542
+572
| +6% | +$196K | 0.55% | 47 |
|
|
2022
Q3 | $2.92M | Hold |
9,970
| – | – | 0.48% | 49 |
|
|
2022
Q2 | $2.96M | Buy |
9,970
+13
| +0.1% | +$3.86K | 0.45% | 58 |
|
|
2022
Q1 | $3.29M | Sell |
9,957
-565
| -5% | -$187K | 0.43% | 56 |
|
|
2021
Q4 | $4.03M | Sell |
10,522
-3,259
| -24% | -$1.25M | 0.43% | 63 |
|
|
2021
Q3 | $5.21M | Sell |
13,781
-20
| -0.1% | -$7.56K | 0.58% | 49 |
|
|
2021
Q2 | $5.23M | Sell |
13,801
-67
| -0.5% | -$25.4K | 0.58% | 49 |
|
|
2021
Q1 | $4.54M | Buy |
13,868
+40
| +0.3% | +$13.1K | 0.53% | 55 |
|
|
2020
Q4 | $3.65M | Sell |
13,828
-65
| -0.5% | -$17.1K | 0.46% | 60 |
|
|
2020
Q3 | $2.79M | Buy |
13,893
+75
| +0.5% | +$15.1K | 0.41% | 62 |
|
|
2020
Q2 | $2.73M | Buy |
13,818
+780
| +6% | +$154K | 0.45% | 60 |
|
|
2020
Q1 | $2.02M | Buy |
13,038
+3,101
| +31% | +$479K | 0.39% | 65 |
|
|
2019
Q4 | $2.29M | Hold |
9,937
| – | – | 0.35% | 70 |
|
|
2019
Q3 | $2.06M | Sell |
9,937
-282
| -3% | -$58.4K | 0.34% | 69 |
|
|
2019
Q2 | $2.09M | Buy |
10,219
+465
| +5% | +$95.1K | 0.33% | 72 |
|
|
2019
Q1 | $1.87M | Buy |
9,754
+840
| +9% | +$161K | 0.31% | 77 |
|
|
2018
Q4 | $1.49M | Buy |
8,914
+1,734
| +24% | +$290K | 0.28% | 80 |
|
|
2018
Q3 | $1.61M | Buy |
7,180
+75
| +1% | +$16.8K | 0.25% | 83 |
|
|
2018
Q2 | $1.57M | Sell |
7,105
-200
| -3% | -$44.1K | 0.26% | 80 |
|
|
2018
Q1 | $1.84M | Sell |
7,305
-20
| -0.3% | -$5.04K | 0.31% | 76 |
|
|
2017
Q4 | $1.87M | Sell |
7,325
-125
| -2% | -$31.8K | 0.3% | 74 |
|
|
2017
Q3 | $1.77M | Sell |
7,450
-75
| -1% | -$17.8K | 0.29% | 77 |
|
|
2017
Q2 | $1.67M | Buy |
7,525
+1,982
| +36% | +$440K | 0.28% | 77 |
|
|
2017
Q1 | $1.27M | Hold |
5,543
| – | – | 0.22% | 86 |
|
|
2016
Q4 | $1.33M | Sell |
5,543
-155
| -3% | -$37.1K | 0.24% | 86 |
|
|
2016
Q3 | $975K | Sell |
5,698
-2,750
| -33% | -$471K | 0.17% | 95 |
|
|
2016
Q2 | $1.26M | Buy |
8,448
+2,295
| +37% | +$341K | 0.24% | 89 |
|
|
2016
Q1 | $966 | Sell |
6,153
-49
| -0.8% | -$8 | 0.14% | 101 |
|
|
2015
Q4 | $1.12M | Sell |
6,202
-310
| -5% | -$55.9K | 0.21% | 91 |
|
|
2015
Q3 | $1.17M | Buy |
6,512
+446
| +7% | +$80.4K | 0.21% | 97 |
|
|
2015
Q2 | $1.27M | Hold |
6,066
| – | – | 0.21% | 93 |
|
|
2015
Q1 | $1.14M | Buy |
6,066
+50
| +0.8% | +$9.4K | 0.2% | 95 |
|
|
2014
Q4 | $1.17M | Sell |
6,016
-125
| -2% | -$24.2K | 0.21% | 95 |
|
|
2014
Q3 | $1.13M | Sell |
6,141
-1,250
| -17% | -$229K | 0.21% | 91 |
|
|
2014
Q2 | $1.24M | Buy |
7,391
+1,649
| +29% | +$276K | 0.21% | 97 |
|
|
2014
Q1 | $940K | Buy |
5,742
+99
| +2% | +$16.2K | 0.18% | 97 |
|
|
2013
Q4 | $1M | Hold |
5,643
| – | – | 0.2% | 93 |
|
|
2013
Q3 | $892K | Buy |
5,643
+425
| +8% | +$67.2K | 0.19% | 93 |
|
|
2013
Q2 | $789K | Buy |
+5,218
| New | +$789K | 0.18% | 97 |
|